See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,266 | $82,664-46.5% | $125,339-64.7% | $68,494-35.4% |
| Participation rate | 87.1% | 75.0%+12.0pp | 82.4%+4.7pp | 67.9%+19.2pp |
| Annual return | -15.77% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $3,387 | $3,381+0.2% | $4,814-29.6% | $2,596+30.4% |
| Participant deferral / active EE | $5,446 | $6,110-10.9% | $7,446-26.9% | $4,027+35.2% |
| Admin fee / account holder | $10,324 | $6,275+64.5% | $10,010+3.1% | $5,403+91.1% |